FPP FACULTY COMPENSATION WORKSHEETS

1
FPP FACULTY COMPENSATION WORKSHEETS

• Instructions for web form
• Fiscal Year 2001-2002

2
Table of Contents

• System Requirements
• Log on
• Menu Page
• New Worksheet
• Edit Existing Worksheet
• Printing
• Examples
• Program Exit

3
System Requirements

• Web Browser-
• Netscape Navigator 4.7 (or higher)
• Internet Explorer 5.5 (or higher)
• To print-
• Adobe Acrobat 4.0 (or higher)
• Adobe Acrobat Reader 4.0 (or higher)

4
Log On

• Go to the Policy and Procedures page on the DBON
  web site http//www.som.tulane.edu/dbon/policy.ht
  ml
• Initial access- you will be prompted to download
  a JAVA plug-in Follow the instructions for the
  default settings

5
Log On (cont.)

• Log into Oracle Forms Server
• Userid
• Password
• Database prod

6
MENU PAGE
7
MENU PAGE (cont.)

• Fiscal Year must be entered (ex. 2002)
• Departmental Assessment value may be changed
  pending approval from FPP
• Menu Buttons
• Add New Worksheet create new worksheet
• Existing Doctor Worksheet view, edit, and/or
  print current active worksheets
• Doctor Worksheets Inactive view inactive
  worksheets

8
MENU PAGE (cont.)

• Menu Buttons (cont.)
• Prototype Worksheets create models/scenarios
  based on current active worksheets
• Combined Worksheet Types lists all worksheets
  regardless of type (active, inactive, or
  prototype)
• Doctor Security lists current users and their
  respective Department/Section(s) only viewable
  by system administrator
• Parameter Maintenance view or edit worksheet
  parameters (COP, fringes, etc.) only viewable by
  system administrator
• Program Exit

9
ADD NEW WORKSHEET
10
ADD NEW WORKSHEET (cont.)

• Select Dept/Sect for new worksheet
• Click Select Record to open blank worksheet

11
ADD NEW WORKSHEET (cont.)
12
ADD NEW WORKSHEET (cont.)

• SSN- enter the faculty members social security
  number
• First Name- enter the faculty members first name
• Middle Initial- enter the faculty members middle
  initial
• Last Name- enter the faculty members last name

13
ADD NEW WORKSHEET (cont.)

• Degree- enter the faculty members medical degree
• Title- enter the faculty members academic title
• Additional Title- enter the faculty members
  other titles (Lapham Chair, MCLNO Medical
  Director, etc.)
• Department- entry populated based on previous
  screen

14
ADD NEW WORKSHEET (cont.)

• Dept Num- entry populated based on previous
  screen
• Section- entry populated based on previous screen
• Sect Num- entry populated based on previous
  screen
• Primary FPP- enter faculty members primary FPP
  account number

15
ADD NEW WORKSHEET (cont.)

• Full Time- checkbox to indicate full time status
  leave blank if part time
• Retirement- check box to indicate eligibility for
  retirement benefits, leave blank if ineligible
• TIAA Match- enter the percent match in integer
  format (i.e.- 2.0 not .02)

16
ADD NEW WORKSHEET (cont.)

• Total Base- enter proposed total base salary
• Incentive- enter proposed incentive
• PCF- enter Patient Compensation Fund amount
• Income Projections- enter the projected income
  amounts by Type (I, II, or III) limited to 8
  lines total Type I, II, and III revenues, their
  applied assessments, and their respective net
  amounts are calculated below the input section

17
ADD NEW WORKSHEET (cont.)

• Retained- enter total amount of retained earnings
  from the projected income
• Base Salary- input the school sources of base
  salary limited to 10 accounts the first 5 will
  be printed on the worksheet any amounts on lines
  6 through 10 will be grouped together and labeled
  Other School Sources
• Total School- calculated based on entered school
  sources

18
ADD NEW WORKSHEET (cont.)

• FPP Sources- calculated based on Total Base minus
  Total School
• Notes- user can enter freeform text of specific
  interest to this worksheet
• Fringe Benefits- calculated based on worksheet
  parameters and entered salary amounts
• Possible (Exc)/Def- calculation of possible
  earnings excess or deficit based on entered
  amounts

19
ADD NEW WORKSHEET (cont.)

• Entered Value Dept- change the Department/Section
  reserve assessment if necessary
• Buttons
• Clear Form- deletes fields to start over
• Exit and Save- saves active worksheet and returns
  to Select Department screen
• Print and Save- saves active worksheet and opens
  printable worksheet in Adobe Acrobat
• Exit Without Save- returns to Select Department
  screen without saving changes to worksheet

20
EDIT EXISTING WORKSHEET

• Select existing worksheets in one of two ways
• 1. Select from worksheets based on type
  (active, inactive, or prototype), or
• 2. Select from the entire list of worksheets
  regardless of type

21
EDIT EXISTING WORKSHEET (cont.)
Separates worksheets by type (active, inactive,
prototype)
22
EDIT EXISTING WORKSHEET (cont.)

• Select from only Active worksheets
• 1. Click Existing Doctor Worksheet button
• 2. Select the worksheet to edit from the
  Active Worksheet Records screen and click
  Retrieve Record Detail
• 3. Edit fields as needed on the Record
  Maintenance screen

23
EDIT EXISTING WORKSHEET (cont.)

• Select from only Active worksheets (cont.)
• 4. Use the buttons on the right to finish
  editing the record
• EXIT AND SAVE- saves the changes and returns
  to the Active Worksheet Records screen
• PRINT ALL WRKSHTS- prints all worksheets from
  the Active Worksheet Records screen

24
EDIT EXISTING WORKSHEET (cont.)

• Select from only Active worksheets (cont.)
• 4. Use the buttons on the right to finish
  editing the record (cont.)
• PRINT CUR WRKSHT- prints the current record
• EXIT WITHOUT SAVE- returns to the Active
  Worksheet Records screen without saving the
  changes

25
EDIT EXISTING WORKSHEET (cont.)

• Select from only Active worksheets (cont.)
• 4. Use the buttons on the right to finish
  editing the record (cont.)
• CLEAR FORM- clears all fields on the form
• PROTO WORKSHEET- creates two copies of the
  current worksheet and changes their type to
  Prototype

26
EDIT EXISTING WORKSHEET (cont.)

• Select from only Inactive worksheets
• 1. From the Menu screen, click on Doctor
  Worksheets Inactive
• 2. Select the record to edit from the
  Inactive Records screen
• 3. Click Retrieve Record Detail
• 4. Edit fields as needed in the Record
  Maintenance Inactive screen

27
EDIT EXISTING WORKSHEET (cont.)

• Select from only Inactive worksheets (cont.)
• 5. Use the buttons on the right to finish
  editing the record
• EXIT AND SAVE- saves the changes and returns
  to the Inactive Records screen
• PRINT ALL WRKSHTS- prints all worksheets from
  the Inactive Records screen

28
EDIT EXISTING WORKSHEET (cont.)

• Select from only Inactive worksheets (cont.)
• 5. Use the buttons on the right to finish
  editing the record (cont.)
• PRINT CUR WRKSHT- prints the current record
• EXIT WITHOUT SAVE- returns to the Inactive
  Records screen without saving the changes

29
EDIT EXISTING WORKSHEET (cont.)

• Select from only Inactive worksheets (cont.)
• 5. Use the buttons on the right to finish
  editing the record (cont.)
• CLEAR FORM- clears all fields on the form
• PROTO WORKSHEET- creates two copies of the
  current worksheet and changes their type to
  Prototype

30
EDIT EXISTING WORKSHEET (cont.)

• Select from only Prototype worksheets
• 1. From the Menu screen, click on Prototype
  Worksheets
• 2. Select the record to edit from the
  Prototype Records screen
• 3. Click Retrieve Record Detail
• 4. Edit fields as needed in the Record
  Maintenance Prototype screen

31
EDIT EXISTING WORKSHEET (cont.)

• Select from only Prototype worksheets (cont.)
• 5. Use the buttons on the right to finish
  editing the record
• EXIT AND SAVE- saves the changes and returns
  to the Inactive Records screen
• PRINT SAME RECORDS- prints all worksheets
  with the same doctor and status

32
EDIT EXISTING WORKSHEET (cont.)

• Select from only Prototype worksheets (cont.)
• 5. Use the buttons on the right to finish
  editing the record (cont.)
• PRINT CUR WRKSHT- prints current record
• EXIT WITHOUT SAVE- returns to the Prototype
  Record screen without saving changes to the
  record

33
EDIT EXISTING WORKSHEET (cont.)

• Select from only Prototype worksheets (cont.)
• 5. Use the buttons on the right to finish
  editing the record (cont.)
• CLEAR FORM- clears all fields on the current
  record
• ACTIVATE RECORD- changes the status from
  Prototype to Active

34
EDIT EXISTING WORKSHEET (cont.)

• Select from only Prototype worksheets (cont.)
• 5. Use the buttons on the right to finish
  editing the record (cont.)
• DUPLICATE RECORD- creates copy of current
  record
• DELETE RECORD (bottom of screen)- deletes
  current record from database

35
EDIT EXISTING WORKSHEET (cont.)
Shows all worksheets regardless of type
36
EDIT EXISTING WORKSHEET (cont.)

• Select from all worksheets
• 1. From the Menu screen, click on Combined
  Worksheet Types
• 2. Select the record to edit from the Active
  Worksheet Records screen
• 3. Click Retrieve Record Detail
• 4. Edit fields as needed in the Record
  Maintenance screen

37
PRINTING

• Print current worksheet
• Print all active worksheets in a department or
  section
• Print all inactive worksheets in a department or
  section
• Print all prototypes for a doctor number

38
PRINTING (cont.)

• Print current worksheet
• 1. From any of the Record Maintenance
  screens, click on the Print Cur Wrksht button
• 2. Adobe Acrobat or Adobe Reader opens
  automatically
• 3. Select File-Print to print worksheet from
  your printer
• If Adobe fails to open properly, disable the
  Web Browser Integration function under the
  File-Preferences-General menu in Adobe

39
PRINTING (cont.)

• Print all active worksheets in a Dept/Sect
• 1. From the Record Maintenance screen, click
  on the Print All Wrkshts button
• 2. Adobe Acrobat or Adobe Reader opens
  automatically
• 3. Select File-Print to print worksheet from
  your printer
• If Adobe fails to open properly, disable the
  Web Browser Integration function under the
  File-Preferences-General menu in Adobe

40
PRINTING (cont.)

• Print all inactive worksheets in a Dept/Sect
• 1. From the Record Maintenance Inactive
  screen, click on the Print All Wrkshts button
• 2. Adobe Acrobat or Adobe Reader opens
  automatically
• 3. Select File-Print to print worksheet from
  your printer
• If Adobe fails to open properly, disable the
  Web Browser Integration function under the
  File-Preferences-General menu in Adobe

41
PRINTING (cont.)

• Print all prototype worksheets in a Dept/Sect
• 1. From the Record Maintenance Prototype
  screen, click on the Print All Wrkshts button
• 2. Adobe Acrobat or Adobe Reader opens
  automatically
• 3. Select File-Print to print worksheet from
  your printer
• If Adobe fails to open properly, disable the
  Web Browser Integration function under the
  File-Preferences-General menu in Adobe

42
EXAMPLES

• Create worksheet for FY 2001-02 based on existing
  record
• Model existing worksheet to show effects of
  increasing Type I income projections
• Revise worksheet mid year

43
EXAMPLES (cont.)

• Create worksheet for FY 2001-02 based on existing
  record
• 1. Click on Existing Doctor Worksheet or
  Combined Worksheet Types
• 2. Select record to update and click
  Retrieve Record Detail button
• 3. Input Base Salary, Incentive, PCF,
  projected income, and school sources of Base
  Salary

44
EXAMPLES (cont.)

• Create worksheet for FY 2001-02 based on existing
  record (cont.)
• 4. Click on Print Cur Wrksht
• 5. Close Adobe
• 6. Click Exit Without Save
• 7. Click Exit Screen to return to Menu

45
EXAMPLES (cont.)

• Model existing worksheet to show effects of
  increasing Type I income projections
• 1. Click on Combined Worksheet Types
• 2. Select record to update and click
  Retrieve Record Detail button
• 3. Click Proto Worksheet
• 4. Select record to update and click
  Retrieve Record Detail button

46
EXAMPLES (cont.)

• Model existing worksheet to show effects of
  increasing Type I income projections (cont.)
• 5. Add 50,000 to the Type I income projection
• 6. Click Activate Record button
• 7. Returns to the Active Worksheets screen
• 8. Two entries are now listed, one marked
  Active, the other Prototype

47
EXAMPLES (cont.)
48
EXAMPLES (cont.)

• Revise worksheet mid year
• 1. Click on Combined Worksheet Types
• 2. Select record to update and click
  Retrieve Record Detail button
• 3. Click Proto Worksheet
• 4. Select record to update and click
  Retrieve Record Detail button
• 5. Add 5,000 to Total Base
• 6. Change Effective Date to 1-01-2002

49
EXAMPLES (cont.)

• Revise worksheet mid year (cont.)
• 7. Change Revised Date to 12-14-2001
• 8. Click Activate Record button
• 9. Returns to the Active Worksheets screen
• 10. Two entries are now listed, one marked
  Active, the other Prototype
• 11. Select the one marked Prototype
• 12. Click Activate Record button

50
EXAMPLES (cont.)

• Revise worksheet mid year (cont.)
• 13. Returns to the Active Worksheets screen
• 14. Both entries are now marked Active but
  they show different effective and revised dates

51
PROGRAM EXIT

• To exit the program, return to Menu screen
• Click on Program Exit
• Close browser